1,100 hedge funds and large institutions have $55.2B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 390 increasing their positions, 373 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+25
Holders Change %
+2.33%
% of All Funds
16%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
390
Reduced
373
Closed
95
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Shares
Change %
GIM
726
Grassi Investment Management
California
$411K -$352K -1,200 -46%
FPCP
727
Fort Point Capital Partners
California
$409K +$2.94K +10 +0.7%
ECG
728
Edge Capital Group
Georgia
$407K +$407K +1,388 New
AFO
729
Arrowroot Family Office
California
$405K
PWA
730
Prairie Wealth Advisors
Nebraska
$401K -$15.6K -53 -4%
CGL
731
Clarius Group LLC
Washington
$401K -$11.2K -38 -3%
NSIM
732
North Star Investment Management
Illinois
$401K -$7.34K -25 -2%
BHWM
733
Bar Harbor Wealth Management
New Hampshire
$398K -$172K -585 -30%
GCP
734
GSA Capital Partners
United Kingdom
$397K +$397K +1,352 New
NAMP
735
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$396K +$396K +1,350 New
WFI
736
West Family Investments
California
$395K -$12.6K -43 -3%
PI
737
PEAK6 Investments
Illinois
$395K -$400K -1,362 -50%
NOI
738
Newton One Investments
Delaware
$392K
WFA
739
Wellspring Financial Advisors
Ohio
$383K +$881 +3 +0.2%
GA
740
Geller Advisors
New York
$382K +$4.7K +16 +1%
AWA
741
Amplius Wealth Advisors
Pennsylvania
$382K +$2.94K +10 +0.8%
VPI
742
Value Partners Investments
Manitoba, Canada
$379K +$379K +1,290 New
VWA
743
Visionary Wealth Advisors
Illinois
$378K +$378K +1,286 New
EFS
744
Essex Financial Services
Connecticut
$377K +$51.7K +158 +16%
PL
745
Perpetual Ltd
Australia
$377K -$8.22K -28 -2%
MFA
746
Mayflower Financial Advisors
Massachusetts
$377K +$22.3K +76 +6%
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$371K +$4.99K +17 +1%
RFN
748
RDA Financial Network
Iowa
$367K
SFC
749
SYM Financial Corp
Indiana
$367K -$8.51K -29 -2%
JWA
750
JFS Wealth Advisors
Pennsylvania
$364K -$1.17K -4 -0.3%